Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.4B
AUM Growth
+$5.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,736
New
Increased
Reduced
Closed

Top Buys

1
+$641M
2
+$512M
3
+$215M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$197M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$137M

Top Sells

1
+$421M
2
+$93.5M
3
+$40.4M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$25.6M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$23.1M

Sector Composition

1 Technology 3.08%
2 Financials 1.33%
3 Consumer Discretionary 1.24%
4 Healthcare 1.2%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2226
$25.2K ﹤0.01%
103
-39
2227
$25K ﹤0.01%
982
-10
2228
$24.9K ﹤0.01%
3,026
-383
2229
$24.9K ﹤0.01%
209
+9
2230
$24.8K ﹤0.01%
+736
2231
$24.7K ﹤0.01%
829
+1
2232
$24.4K ﹤0.01%
6,500
2233
$24.3K ﹤0.01%
3,900
2234
$24.2K ﹤0.01%
+2,965
2235
$24.2K ﹤0.01%
333
-107
2236
$24.1K ﹤0.01%
4,020
+2,198
2237
$24.1K ﹤0.01%
764
+345
2238
$24.1K ﹤0.01%
628
+3
2239
$24K ﹤0.01%
1,614
-49
2240
$24K ﹤0.01%
2,043
-934
2241
$23.9K ﹤0.01%
190
+13
2242
$23.9K ﹤0.01%
1,223
+9
2243
$23.7K ﹤0.01%
894
-81
2244
$23.7K ﹤0.01%
2,407
+42
2245
$23.7K ﹤0.01%
+720
2246
$23.6K ﹤0.01%
+1,419
2247
$23.5K ﹤0.01%
425
-28,891
2248
$23.4K ﹤0.01%
5,066
+32
2249
$23.4K ﹤0.01%
856
+12
2250
$23.2K ﹤0.01%
3,885
88 89
90
91 92